UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4201
Arlo Technologies
ARLO
$1.89B
| $245K | ﹤0.01% |
40,444
+11,693
| +41% | +$70.9K |
|
4202
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$37.7M
| $245K | ﹤0.01% |
6,687
-2,631
| -28% | -$96.4K |
|
4203
Insteel Industries
IIIN
$747M
| $244K | ﹤0.01% |
8,788
+3,154
| +56% | +$87.7K |
|
4204
Business First Bancshares
BFST
$719M
| $244K | ﹤0.01% |
14,255
+5,415
| +61% | +$92.8K |
|
4205
Universal Logistics Holdings
ULH
$646M
| $243K | ﹤0.01% |
8,343
+497
| +6% | +$14.5K |
|
|
ZUO
4206
DELISTED
Zuora, Inc.
ZUO
| $243K | ﹤0.01% |
24,579
+9,151
| +59% | +$90.4K |
|
4207
United-Guardian
UG
$36.5M
| $243K | ﹤0.01% |
25,834
+7,289
| +39% | +$68.5K |
|
4208
Core Laboratories
CLB
$561M
| $243K | ﹤0.01% |
11,001
-3,030
| -22% | -$66.8K |
|
|
KAMN
4209
DELISTED
Kaman Corp
KAMN
| $242K | ﹤0.01% |
10,608
-7,111
| -40% | -$163K |
|
|
MOMO
4210
Hello Group
MOMO
$1.2B
| $242K | ﹤0.01% |
26,615
-125,176
| -82% | -$1.14M |
|
|
PNT
4211
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $242K | ﹤0.01% |
33,282
-67,475
| -67% | -$491K |
|
|
GAM
4212
General American Investors Company
GAM
$1.44B
| $242K | ﹤0.01% |
6,208
-390
| -6% | -$15.2K |
|
4213
Liberty Broadband Class A
LBRDA
$8.62B
| $241K | ﹤0.01% |
2,932
-10,529
| -78% | -$865K |
|
4214
Coastal Financial
CCB
$1.72B
| $241K | ﹤0.01% |
6,682
+3,354
| +101% | +$121K |
|
4215
DMC Global
BOOM
$154M
| $240K | ﹤0.01% |
10,939
-512
| -4% | -$11.2K |
|
4216
Castle Biosciences
CSTL
$708M
| $240K | ﹤0.01% |
10,574
+89
| +0.8% | +$2.02K |
|
4217
Lightwave Logic
LWLG
$542M
| $240K | ﹤0.01% |
45,862
+22,339
| +95% | +$117K |
|
4218
Descartes Systems
DSGX
$8.75B
| $239K | ﹤0.01% |
2,971
-978
| -25% | -$78.8K |
|
4219
Jamf
JAMF
$1.48B
| $239K | ﹤0.01% |
12,318
+2,172
| +21% | +$42.2K |
|
4220
Metropolitan Bank Holding Corp
MCB
$824M
| $239K | ﹤0.01% |
7,048
+1,879
| +36% | +$63.7K |
|
4221
Luxfer Holdings
LXFR
$377M
| $239K | ﹤0.01% |
14,114
-3,189
| -18% | -$53.9K |
|
4222
ProShares Ultra Bloomberg Natural Gas
BOIL
$120M
| $238K | ﹤0.01% |
660
+633
| +2,344% | +$228K |
|
4223
Verra Mobility
VRRM
$3.89B
| $238K | ﹤0.01% |
14,044
-20,718
| -60% | -$351K |
|
4224
Vanguard US Multifactor ETF
VFMF
$383M
| $238K | ﹤0.01% |
2,397
+1,809
| +308% | +$179K |
|
4225
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
| $237K | ﹤0.01% |
12,312
-6,944
| -36% | -$134K |
|